Grants & Contracts
Grant and contract lifecycle management — from award to closeout, with milestone tracking, renewal alerts, and funder reporting built in.
Sound Familiar?
The Expiring Contract Nobody Knew About
Your vendor contract auto-renews at a higher rate because no one remembered to renegotiate. The signed PDF is buried in someone's email. Nobody knows when the next renewal is. You're locked in for another year at the old price.
The Grant Report Written at 11pm
It's the night before a funder report is due. Your program director is manually compiling spending data from multiple spreadsheets, cross-referencing budget codes, and trying to reconstruct which expenses belong to which grant. It takes 6 hours and it's full of risk.
Missed renewals and last-minute funder reports aren't people problems — they're tracking problems. Approvaly makes the lifecycle visible.
The Full Lifecycle
Award / Signature
Grant or contract recorded with terms, dates, budget, and restrictions
Setup
Budget and account codes configured; obligations and milestones defined
Track Activity
Expenses attributed to the right grant; milestones and deliverables logged
Review
Milestone reviews, renewal alerts, and budget-vs-actual monitoring
Report
Funder reports compiled from attributed spend and budget codes
Closeout / Renew
Closeout documentation or a renegotiation flagged well before the renewal date
Create, Sign & Manage Agreements
Approvaly handles the agreements behind the work — contracts, MOUs, and service agreements for vendors, service providers, and independent contractors — from creation through payment.
Upload or Start from a Template
Load an existing contract, MOU, or service agreement — or create your own from a built-in template for vendors, service providers, and independent contractors.
In-App Review & Signing
Route the draft for review, collect edits and approvals, and capture signatures in-app — no printing, scanning, or chasing email threads.
Manage Reporting & Expenditures
Once signed, manage deliverables, reporting, and spend against the agreement in Approvaly — every obligation tracked in one place.
Handoff to Finance
When it's time to pay, hand the agreement off to finance with terms, milestones, and expenditures attached — payment flows through your standard approval workflow.
Grants & Contracts Capabilities
Grant Lifecycle Management
Track every grant from award to closeout — budget setup, expense attribution, restriction tracking, and closeout reporting in one record.
Contract Register & Renewal Alerts
All vendor contracts in one register with expiration alerts and automatic renewal reminders — no more auto-renewals at last year's rate.
Milestone & Deliverable Tracking
Payment milestones with due dates and deliverable evidence attached. Overdue milestones surface before the invoice arrives, not after.
Funder Report Compilation
Grant spending compiled with budget codes and expense attribution in one place — no more reconstructing spreadsheets at 11pm the night before a report is due.
Compliance Document Storage
Signed agreements, amendments, and compliance documents attached to each grant and contract — where finance, program, and auditors can find them.
Budget vs. Actual by Grant
Real-time spend against each award and restriction, with alerts before a grant budget is exceeded.
Connected to Your Financial Workflows
- Contract payments flow through the same approval workflows as every other transaction
- Grant-coded expenses inherit the right account codes and restrictions automatically
- Renewal alerts notify the responsible owner months ahead — not the day the contract auto-renews
- Every approval logged with timestamps, approvers, and comments for funder audits